Steph & Co. Has $316,000 Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Steph & Co. lifted its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 7.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,034 shares of the company’s stock after buying an additional 137 shares during the period. Steph & Co.’s holdings in iShares Russell 2000 Value ETF were worth $316,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Chartwell Investment Partners LLC bought a new position in iShares Russell 2000 Value ETF during the third quarter worth about $686,000. Financial Management Professionals Inc. grew its holdings in iShares Russell 2000 Value ETF by 2,608.7% during the fourth quarter. Financial Management Professionals Inc. now owns 623 shares of the company’s stock worth $97,000 after purchasing an additional 600 shares during the period. Summit Financial LLC grew its holdings in iShares Russell 2000 Value ETF by 6.1% during the third quarter. Summit Financial LLC now owns 9,696 shares of the company’s stock worth $1,323,000 after purchasing an additional 555 shares during the period. Clearstead Advisors LLC grew its holdings in iShares Russell 2000 Value ETF by 8.3% during the third quarter. Clearstead Advisors LLC now owns 10,144 shares of the company’s stock worth $1,375,000 after purchasing an additional 778 shares during the period. Finally, Toronto Dominion Bank grew its holdings in iShares Russell 2000 Value ETF by 8.6% during the third quarter. Toronto Dominion Bank now owns 2,825 shares of the company’s stock worth $383,000 after purchasing an additional 224 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

iShares Russell 2000 Value ETF stock traded down $1.27 during midday trading on Wednesday, reaching $146.03. 1,163,380 shares of the company’s stock were exchanged, compared to its average volume of 1,329,389. iShares Russell 2000 Value ETF has a 52 week low of $124.97 and a 52 week high of $159.81. The firm has a market cap of $11.51 billion, a price-to-earnings ratio of 10.81 and a beta of 1.18. The stock’s 50-day simple moving average is $152.87 and its 200 day simple moving average is $145.87.

iShares Russell 2000 Value ETF Company Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.